Financial ADVSR advisor directory · SEC adviser records
Charles Schwab & Co., Inc. financial advisors in Oakland, CA
Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in Oakland, A to Z.
The short answer
21 registered advisors work at Charles Schwab & Co., Inc. in Oakland, out of 5,933 at the firm nationwide; it ranks number 4 in the city by advisors. 3 list the CFP designation and 21 are also registered broker representatives.
Charles Schwab & Co., Inc. advisors in Oakland, A to Z
Every Charles Schwab & Co., Inc. advisor →- Justin W. AllenAlso a broker rep
- Luke A. AndreassenAlso a broker rep
- James W. BabsonChartered Financial Analyst · Also a broker rep
- Crystal L. DykstraCertified Financial Planner · Also a broker rep
- Ryan A. FreedAlso a broker rep
- Jeremy GeeAlso a broker rep
- Graham M. GongoraAlso a broker rep
- Jing-Yang GuoAlso a broker rep
- Mark B. HersmanAlso a broker rep
- Michael D. InmanAlso a broker rep
- Joseph O. JaokoAlso a broker rep
- Raunak T. JosephAlso a broker rep
- Zachary KlinkeAlso a broker rep
- Brett OlandAlso a broker rep
- Annie R. ReeseCertified Financial Planner · Also a broker rep
- Andres RodriguezAlso a broker rep
- Josue Rodriguez VargasAlso a broker rep
- Steve StevensAlso a broker rep
- Undralyn C. Williams-ReedAlso a broker rep
- Xiao Feng WuAlso a broker rep
- Christina K. YorkCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
Charles Schwab & Co., Inc. advisors in every city and state →Charles Schwab & Co., Inc.: assets, clients and custodians →Schwab news and advisor moves →Advisor Moves: who changed firms this week →
Charles Schwab & Co., Inc. advisors in other cities
Westlake, TX 788Lone Tree, CO 468Phoenix, AZ 425Orlando, FL 217Omaha, NE 201Austin, TX 197Indianapolis, IN 156New York City, NY 89Chicago, IL 88San Francisco, CA 70Richfield, OH 66St Louis, MO 61San Diego, CA 42Scottsdale, AZ 42Newport Beach, CA 40
Other firms in Oakland
All Oakland advisors →Morgan Stanley 51Infinity Financial Services Advisory 27Merrill Lynch, Pierce, Fenner & Smith Incorporated 23Liberty Wealth Management, LLC 14J.P. Morgan Securities LLC 11Strategic Advisers LLC 9Wealth Enhancement Advisory Services, LLC 7State Farm Investment Management Corp. 6LPL Financial LLC 5Forusall 4Valic Financial Advisors, Inc. 4Vanguard Personalized Indexing Management 4
Questions
How many financial advisors does Charles Schwab & Co., Inc. have in Oakland?
21 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Oakland, California, according to the SEC's Investment Adviser Public Disclosure records, out of 5,933 nationwide. 3 list the CFP designation and 21 are also registered as broker representatives.
Is Charles Schwab & Co., Inc. one of the largest advisor employers in Oakland?
Charles Schwab & Co., Inc. ranks number 4 in Oakland by registered advisors; Morgan Stanley has the most, with 51.
How do I check a Charles Schwab & Co., Inc. advisor in Oakland?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Charles Schwab & Co., Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.